MA

MAS Advisors Portfolio holdings

AUM $61.1M
1-Year Est. Return 10.5%
This Quarter Est. Return
1 Year Est. Return
+10.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$402K
2 +$224K
3 +$173K
4
BSM icon
Black Stone Minerals
BSM
+$23.6K
5
DNP icon
DNP Select Income Fund
DNP
+$21.2K

Top Sells

1 +$9.59M
2 +$7.07M
3 +$3.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.7M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.66M

Sector Composition

1 Technology 6.49%
2 Energy 4.57%
3 Real Estate 4.39%
4 Financials 3.64%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,464